SquareWell Partners

SquareWell Partners

Business overview

SquareWell Partners is an advisory firm supporting publicly-listed companies to engage with their shareholders on environmental, social, and governance (ESG) topics. SquareWell monitors investors’ behaviour with the aim of providing investor-focused advice, grounded in precedents and facts, to help companies prioritize their ESG efforts vis-à-vis the expectations/preferences of their shareholders as well as key research and ratings firms.

Sustainable investor relations services

Sustainable investor relations services provided by SquareWell include:

  • Detailed analysis of a company’s ESG practices. SquareWell evaluates the company’s ESG practices against a set of material ESG factors based on the expectations of large institutional investors. SquareWell’s analysis helps companies to identify their ESG strengths and weaknesses, benchmarking their performance against investors’ expectations and preferences.
  • Definition of a company’s ESG message to investors. Based on a deep knowledge of investors’ expectations with respect to specific ESG topics, SquareWell helps companies tailor their ESG messaging to the preferences of each single investor. SquareWell’s advice helps companies anticipate investors’ concerns and highlight their ESG strengths.
  • Prioritization of a company’s ESG engagement. SquareWell assists companies in the prioritisation of ESG-related engagement activities with the company’s investors, taking into account the company’s ESG performance and the expectations and preferences of its top investors. SquareWell also helps companies in identifying who are the key engagement and ESG professionals with whom they should engage with at each investor.
  • Addressing ESG resolutions at general meetings. SquareWell helps companies in defending against ESG resolutions put forward at their shareholder meetings, providing intelligence on their top investors’ sensitivity to each proposal type. SquareWell also helps companies to engage with the influencers, whether it be research providers, investor-led initiatives, non-profit organizations, etc.

Contact

Ali Saribas

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